2022-08-30T12:38:57-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-01-01 203291660 Jean T and Heyward G Pelham Foundation % Foundation Source JEAN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 ANN PELHAM CULLEN TRUSTEE 8008391754 2022-08-21 true ANN PELHAM CULLEN 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 37992648 X 2134590 1920 1920 1096669 1096669 1431679 6476684 1431679 4664858 2530268 0 160 0 0 160 53939 53939 23690 78042 78042 155831 53939 0 78202 2365500 2365500 2521331 53939 0 2443702 2143527 2476329 3005299 2852316 2852316 11386 24970717 27278613 35140332 27987402 30130929 37992648 0 0 X 27987402 30130929 27987402 30130929 27987402 30130929 27987402 2143527 30130929 30130929 Publicly-traded Securities 6476684 5044619 1432065 1432065 CAPITAL LOSS ON FINAL DISTRIBUTION - JPM -386 1431679 34421 34421 34421 18303 0 16200 34503 X 0 82 82 false false false false false false false true true SC true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Ann P Cullen Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Chairperson 1.0 0 0 0 Richard T Pelham Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 William H Pelham Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 78042 JPMorgan Chase Bank NA 270 Park Avenue NEW YORK NY 100172014 Investment MGMT 53939 33837292 1299312 4852 35141456 0 35141456 527122 34614334 1730717 1730717 34421 34421 1696296 1696296 1696296 2443702 0 0 0 0 2443702 1696296 2019 2018 2017 552503 203336 473892 1229731 2443702 1696296 747406 1977137 0 1977137 552503 203336 473892 747406 NONE X AMERICAN HEART ASSOCIATION INC - PRESCOTT CHAPTER PO BOX 4002900 DES MOINES IA 50340 N/A PC General & Unrestricted 10000 ARLINGTON FREE CLINIC INC 2921 11TH ST SOUTH ARLINGTON VA 22204 N/A PC General & Unrestricted 60000 AVALON THEATRE PROJECT INC 5612 CONNECTICUT AVE NW WASHINGTON DC 20015 N/A PC General & Unrestricted 5000 CAMPERDOWN ACADEMY INC 65 VERDAE COMMONS DR GREENVILLE SC 29607 N/A PC Annual Giving donation Scholarship Fund 12000 CAMPERDOWN ACADEMY INC 65 VERDAE COMMONS DR GREENVILLE SC 29607 N/A PC fence fund 20000 CAMPERDOWN ACADEMY INC 65 VERDAE COMMONS DR GREENVILLE SC 29607 N/A PC Capitol Campaign to build a new school 155000 CANCER SURVIVORS PARK ALLIANCE PO BOX 9428 GREENVILLE SC 29604 N/A PC Sculpture/Fountain at Turning Point Plaza 25000 CHARITY BALL BOARD OF GREENVILLE SOUTH CAROLINA PO BOX 16834 GREENVILLE SC 29606 N/A PC General & Unrestricted 2500 CHESAPEAKE BAY FOUNDATION INC 6 HERNDON AVE ANNAPOLIS MD 21403 N/A PC Charitable Event 10000 CHESAPEAKE BAY FOUNDATION INC 6 HERNDON AVE ANNAPOLIS MD 21403 N/A PC Litigation program and General & Unrestricted 300000 CHESAPEAKE BAY FOUNDATION INC 6 HERNDON AVE ANNAPOLIS MD 21403 N/A PC Will Baker Fund 100000 CHRIST CHURCH EPISCOPAL SCHOOL 245 CAVALIER DR GREENVILLE SC 29607 N/A PC 2020-2021 Cavalier Fund contribution 30000 CLEMSON ARCHITECTURAL FOUNDATION LEE HALL 3-119 CLEMSON SC 29634 N/A PC General & Unrestricted 47500 CLEMSON ARCHITECTURAL FOUNDATION LEE HALL 3-119 CLEMSON SC 29634 N/A PC Pelham Foundation Clemson Architectural Foundation Unrestricted Endowment for Excellence fund 50000 CLEMSON ARCHITECTURAL FOUNDATION LEE HALL 3-119 CLEMSON SC 29634 N/A PC Pelham Foundation Excellence Fund for the Director of the School of Architecture fund 125000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC Pelham Foundation Endowment for Emerging Scholars 100000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC Pelham Foundation Architecture Scholars Annual Companion Scholarship fund 15000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC General & Unrestricted 10000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC Pelham Foundation Endowment for Architecture Scholars 300000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC Emerging Scholars Program 20000 DUKE STUDENT PUBLISHING COMPANY INC 101 W UNION BLDG BOX 90858 DURHAM NC 27708 N/A PC Programs to honor Karen Blumenthal 10000 DUKE STUDENT PUBLISHING COMPANY INC 101 W UNION BLDG BOX 90858 DURHAM NC 27708 N/A PC General & Unrestricted 30000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Karsh Alumni and Visitors Center 200000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Duke Gardens (Garden Gateway Capital Campaign Fund) 100000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Sarah P. Duke Gardens Annual Fund 2500 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Nasher Museum of Art Annual Fund: 1131080 2500 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Jean & Heyward Pelham Scholarship Fund 100000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Trinity College Annual Fund Flexible Operating Fund 20000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC University Libraries Annual Fund 2500 FINE ARTS CENTER PARTNERS 102 PINE KNOLL DR GREENVILLE SC 29609 N/A PC Printers, printer cartridges, delivery and installation 8000 FINE ARTS CENTER PARTNERS 102 PINE KNOLL DR GREENVILLE SC 29609 N/A PC General & Unrestricted 8000 GEORGETOWN DAY SCHOOL INC 4200 DAVENPORT ST NE WASHINGTON DC 20016 N/A PC One GDS Campaign 20000 GREENVILLE ARTS FESTIVAL (dba ARTISPHERE) 101 B AUGUSTA ST GREENVILLE SC 29601 N/A PC General & Unrestricted 20000 GREENVILLE CENTER FOR CREATIVE ARTS PO BOX 2206 GREENVILLE SC 29602 N/A PC General & Unrestricted 20000 LEARNSERVE INTERNATIONAL PO BOX 6203 WASHINGTON DC 20015 N/A PC General & Unrestricted 35000 METROPOLITAN ARTS COUNCIL 16 AUGUSTA ST GREENVILLE SC 29601 N/A PC General & Unrestricted 10000 METROPOLITAN ARTS COUNCIL 16 AUGUSTA ST GREENVILLE SC 29601 N/A PC SmartARTS program and Open Studios 15000 PEACE CENTER FOUNDATION 101 WEST BROAD ST GREENVILLE SC 29601 N/A PC General & Unrestricted 10000 ROCK CREEK CONSERVANCY INC 7200 WISCONSIN AVE STE 500 BETHESDA MD 20814 N/A PC Rock Creek Park Sign Project and General Operations 25000 SIGAL MUSIC MUSEUM 516 BUNCOMBE ST GREENVILLE SC 29601 N/A PC General & Unrestricted 5000 SIGNATURE THEATRE INC 4200 CAMPBELL AVE ARLINGTON VA 22206 N/A PC Charitable Event 25000 SIGNATURE THEATRE INC 4200 CAMPBELL AVE ARLINGTON VA 22206 N/A PC General & Unrestricted 75000 SOUTH CAROLINA ARCHITECTURAL FOUNDATION 1503 MAIN ST NO C COLUMBIA SC 29201 N/A PC Elevate Capital Campaign 25000 SOUTH CAROLINA CHILDRENS THEATRE PO BOX 9340 GREENVILLE SC 29604 N/A PC the capital campaign 50000 THE WAREHOUSE THEATRE 37 AUGUSTA ST GREENVILLE SC 29601 N/A PC General & Unrestricted 50000 UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION 22 S GREENE ST BALTIMORE MD 21201 N/A PC Roslyn and Leonard Stoler Center for Advanced Medicine 100000 2365500 14 1920 14 1096669 18 1431679 2530268 2530268 false false false false false false false false false false X X 1 Heyward Gibbes Pelham Testamentary c/o William Pelham PO Box 8698 Greenville SC 29604 2134590 X FIDELITY 500 INDEX FUND 9085420 14910735 FIDELITY INTERNATL INDEX INSTL 2199957 2529624 ISHARES 20+ YR TREAS BD 386337 359213 JPM ACCESS MULTI-STRAT FUND II 3172046 2952477 JPMORGAN BETA BUILDERS EUROPE 932171 1062177 JPMORGAN BETABUILDERS CANADA E 752803 1047110 JPMORGAN BETABUILDERS DEVELOPE 625409 626756 JPMORGAN BETABUILDERS JAPAN ET 939451 1037542 SIX CIRCLES CREDIT OPPORTUNITI 581796 590411 SIX CIRCLES GLOBAL BOND FUND 1448426 1407960 SIX CIRCLES INTERNATIONAL UNCO 2880937 3262648 SIX CIRCLES US UNCONSTRAINED E 3303025 4389771 VANGUARD MORTGAGE-BACKED SEC I 340170 336802 VANGUARD ST BOND ETF 348915 342558 VANGUARD TOTAL BOND MARKET IND 281750 284548 General Consultations 160 160 Administrative Fees 78042 78042 Investment Management Services 53939 53939 990-PF Estimated Tax for 2021 18300 990-PF Extension for 2020 5390